Kazazian Asset Management, LLC
FORT LAUDERDALE FL · SEC CIK 0001580415
$9,153.31万2026Q1 申报市值
43持仓数
74.9%前十大占比 · 第一大 17.7%
6 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CPNG 新建仓+$383.21万
CHWY 加仓+$315.90万
BX 新建仓+$247.78万
NOW 加仓+$165.19万
AMZN 加仓+$134.44万
2026Q1 卖出最多 按季末市值估算
EUROPEAN WAX CTR 减仓-$154.33万
EAT 清仓-$130.04万
BABA 减仓-$114.68万
FTAI 清仓-$98.42万
FISV 清仓-$73.89万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EAT | BRINKER INTL INC | $0 | 0.00% | 0 | -9,061 | -100.0% | -$130.04万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -5,000 | -100.0% | -$98.42万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$73.89万 | 清仓 |
| STUB | STUBHUB HLDGS INC | $0 | 0.00% | 0 | -49,277 | -100.0% | -$66.67万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -55,809 | -100.0% | -$56.76万 | 清仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $0 | 0.00% | 0 | -3,800 | -100.0% | -$37.07万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -19,974 | -100.0% | -$32.10万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -7,933 | -100.0% | -$27.01万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -1,150 | -100.0% | -$22.67万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -3,860 | -100.0% | -$22.65万 | 清仓 |
| — | SELECTQUOTE INC | $0 | 0.00% | 0 | -106,330 | -100.0% | -$14.99万 | 清仓 |
| — | DHI GROUP INC | $0 | 0.00% | 0 | -65,873 | -100.0% | -$10.21万 | 清仓 |
| — | NANO DIMENSION LTD | $2.72万 | 0.03% | 16,000 | -47,700 | -74.9% | -$8.11万 | 减仓 |
| CRON | CRONOS GROUP INC | $9.84万 | 0.11% | 39,214 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $22.59万 | 0.25% | 3,560 | 3,560 | — | $22.59万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $24.21万 | 0.26% | 2,333 | -300 | -11.4% | -$3.11万 | 减仓 |
| PD | PAGERDUTY INC | $26.39万 | 0.29% | 42,500 | 1,500 | 3.7% | $9,315 | 重新持有 |
| ZS | ZSCALER INC | $27.17万 | 0.30% | 1,937 | 805 | 71.1% | $11.29万 | 加仓 |
| OKTA | OKTA INC | $28.78万 | 0.31% | 3,656 | 656 | 21.9% | $5.16万 | 加仓 |
| DOCU | DOCUSIGN INC | $29.30万 | 0.32% | 6,181 | -2,715 | -30.5% | -$12.87万 | 减仓 |
| SHOP | SHOPIFY INC | $31.43万 | 0.34% | 2,650 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $34.12万 | 0.37% | 5,000 | 5,000 | — | $34.12万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $38.21万 | 0.42% | 6,500 | -500 | -7.1% | -$2.94万 | 减仓 |
| MDB | MONGODB INC | $39.16万 | 0.43% | 1,600 | 0 | 0.0% | — | 不变 |
| — | EUROPEAN WAX CTR INC | $43.35万 | 0.47% | 75,000 | -267,000 | -78.1% | -$154.33万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $49.00万 | 0.54% | 5,763 | 5,763 | — | $49.00万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $50.80万 | 0.55% | 2,200 | -1,900 | -46.3% | -$43.87万 | 减仓 |
| LZ | LEGALZOOM COM INC | $54.88万 | 0.60% | 96,783 | 26,783 | 38.3% | $15.19万 | 加仓 |
| BLCO | BAUSCH PLUS LOMB CORP | $56.49万 | 0.62% | 35,529 | -20,000 | -36.0% | -$31.80万 | 减仓 |
| BIDU | BAIDU INC | $57.10万 | 0.62% | 5,125 | -2,595 | -33.6% | -$28.91万 | 减仓 |
| SNOW | SNOWFLAKE INC | $57.31万 | 0.63% | 3,800 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $61.23万 | 0.67% | 10,174 | -2,739 | -21.2% | -$16.48万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $63.32万 | 0.69% | 14,000 | 6,000 | 75.0% | $27.14万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $72.38万 | 0.79% | 20,400 | 9,300 | 83.8% | $33.00万 | 加仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $75.85万 | 0.83% | 35,330 | -29,670 | -45.6% | -$63.70万 | 减仓 |
| CE | CELANESE CORP DEL | $78.92万 | 0.86% | 12,000 | -9,000 | -42.9% | -$59.19万 | 减仓 |
| BLND | BLEND LABS INC | $83.08万 | 0.91% | 488,683 | 103,263 | 26.8% | $17.55万 | 加仓 |
| GM | GENERAL MTRS CO | $89.40万 | 0.98% | 12,000 | -2,611 | -17.9% | -$19.45万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $106.64万 | 1.17% | 8,500 | -9,141 | -51.8% | -$114.68万 | 减仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $115.19万 | 1.26% | 106,360 | 6,360 | 6.4% | $6.89万 | 加仓 |
| WDAY | WORKDAY INC | $116.93万 | 1.28% | 9,000 | 9,000 | — | $116.93万 | 新建仓 |
| ETSY | ETSY INC | $178.95万 | 1.96% | 35,804 | -5,466 | -13.2% | -$27.32万 | 减仓 |
| NOW | SERVICENOW INC | $186.10万 | 2.03% | 17,800 | 15,800 | 790.0% | $165.19万 | 加仓 |
| MSOS | ADVISORSHARES TR | $186.93万 | 2.04% | 526,554 | 7,400 | 1.4% | $2.63万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $196.80万 | 2.15% | 61,481 | 13,004 | 26.8% | $41.63万 | 加仓 |
| GOOGL | ALPHABET INC | $208.19万 | 2.27% | 7,240 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $220.99万 | 2.41% | 17,500 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $247.78万 | 2.71% | 21,548 | 21,548 | — | $247.78万 | 新建仓 |
| MTN | VAIL RESORTS INC | $256.64万 | 2.80% | 20,000 | 7,330 | 57.9% | $94.06万 | 加仓 |
| CPNG | COUPANG INC | $383.21万 | 4.19% | 202,971 | 202,971 | — | $383.21万 | 新建仓 |
| CHWY | CHEWY INC | $542.70万 | 5.93% | 201,000 | 117,000 | 139.3% | $315.90万 | 加仓 |
| DIS | DISNEY WALT CO | $738.76万 | 8.07% | 76,651 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1,248.68万 | 13.64% | 59,955 | 6,455 | 12.1% | $134.44万 | 加仓 |
| GOOG | ALPHABET INC | $1,393.48万 | 15.22% | 48,577 | -2,000 | -4.0% | -$57.37万 | 减仓 |
| C | CITIGROUP INC | $1,618.29万 | 17.68% | 142,694 | 0 | 0.0% | — | 不变 |